This vacancy is for an experienced administrator to work within a clients Closure Team.  This is a specialised team who are responsible for the efficient and timely processing of closing client structures.  It is one of the objectives of the team, to take over the administration of all closing structures within private clients, which the successful postholder will help achieve.

• Liaise with Client Relationship Teams to take over the administration of closing client structures
• Carry out all required client handling work to close structures
• Keep entity closure checklists up to date on the closure database
• Assess outstanding work and prepare closure fee quotes
• Liaise with directors every six months to review their portfolios and identify additional closures to be take over
• Delegate and check work given to other team members
• Receive correspondence and ensure action is taken
• Liaise with clients, advisors and intermediaries on various issues

KNOWLEDGE AND SKILLS REQUIRED

• Experienced trust and company administrator, who understands the legislation in various jurisdictions, which relates to the closure process for trusts and companies and is familiar with the related documentation
• Is able to anticipate potential tax issues and recognises when to seek expert advice
• Is able to undertake standard calculations to generate accurate bookkeeping entries and is able to critically review prepared accounts and identify amendments required
• Demonstrates good listening and questioning skills
• Shows high degree of care to ensure work is accurate first time
• Completer / finisher – ability to see tasks through to the end
• Good team player whilst also being self motivated and have confidence in own abilities to be able to work on own initiative
• Ability to plan and co-ordinate tasks in order of priority, and delegate where necessary

APPLY HERE

or call Loraine on 832463. Alternatively email your C.V to This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Quote Reference number: 1069